| Topel & DiStasi Wealth Management

MS Ride Wrap Up

Gavin L. DiStasi | Blog Link

On September 21st & 22nd, for the sixth year running, Team Topel & DiStasi Wealth Management completed the two-day charity ride... Read More »

Episode 29: Managing Client Conflict

Gavin L. DiStasi | Podcast Link

In this episode we discuss how to manage clients in conflict

Market-Quake Preparedness

Jarrett B. Topel | Blog Link

It seems that everywhere you turn these days, someone is predicting the next major downturn for the stock market. And you know what? Most... Read More »

Episode 28: How To Sail Your Investments

Jarrett B. Topel | Podcast Link

In this episode we discuss the similarities of investing and sailing

Roth IRA Conversions - What to Consider

Gavin L. DiStasi | Blog Link

We’ve been getting a number of questions about Roth IRA conversions lately, and although we have covered this issue in the past, we thought... Read More »

Episode 27: Farewell, Richard

Gavin L. DiStasi | Podcast Link

In this episode we remember Dr. Richard Topel

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019

Gavin L. DiStasi | Blog Link

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and... Read More »

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December 30, 2020

"Wishing everyone a happy, healthy and prosperous 2021 and beyond!!! https://t.co/hXw6gyUXIW"

December 29, 2020

"3 Social Security Changes Coming in 2021 https://t.co/YkjGbZs56A via @ThinkAdvisor"

December 29, 2020

"Good news in 2020? Yes, it's true! Here are 100 positive things that happened this year https://t.co/UR6b5tPN5C via @usatoday"

December 28, 2020

"10 Tax Changes in New COVID Relief Package https://t.co/VNm6nyLWmb via @ThinkAdvisor"

December 28, 2020

"Work From Home, Wherever That Is
https://t.co/uDRbNJ489Q"

December 28, 2020

"A divided nation asks: What's holding our country together?
https://t.co/jRh3WOAtFR"

December 23, 2020

"Five Steps To Maximize Your Home's ROI And Sell The Dream
https://t.co/rJyPyBvI3W"

December 23, 2020

"Open enrollment 2021: You may be able to carry over unused FSA funds of up to $550 https://t.co/RBpTD75Dmk via @usatoday"

December 23, 2020

"How The Biden Administration Plans To Tackle Income Inequality | The WealthAdvisor https://t.co/VQQcsh5Mzi"

December 23, 2020

"The pandemic is forcing older workers to retire early
https://t.co/6Ry47SbaRL"

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Topel & DiStasi Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Topel & DiStasi Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Topel & DiStasi Wealth Management, LLC unless a client service agreement is in place.
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